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Compare Mortgage CRM Software

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Top 10 Most Reviewed Mortgage CRM Software Systems

 

Pulse Mortgage CRM

Great Fit Pulse automates tasks specific to mortgage industry professionals. This Web-based CRM system sets up fast with preconfigured tasks and email templates. Or, users can customize the program with their own forms and fields.
 Price
 Demo

3

Recommendations
in the last 30 days

TeamSupport

TeamSupport provides tools for mortgage agencies to stay on top of their most important customer relationships. This web-based system provides tools for increasing collaboration, tracking interactions and managing productivity.
          31 Reviews
 Price
 Demo

32

Recommendations
in the last 30 days

PlanPlus Online

PlanPlus Online keeps track of each of your leads while reducing the effort of double-entry when developing leads. Its automated messaging abilities additional provide increased efficiency for your real estate needs.
            21 Reviews
 Price
 Demo

43

Recommendations
in the last 30 days

Act-On

Act-on is an ideal choice for handling the CRM needs of medium to large organizations. It handles email and social media marketing, website visitor tracking as well as all traditional lead management requirements.
          18 Reviews
 Price
 Demo

9

Recommendations
in the last 30 days

Salesforce.com

Mortgage companies will find a wealth of industry-specific features with Salesforce.com, such as quantifying the value of purchased sales leads. The solution also integrates with many loan origination systems and related programs.
        16 Reviews
 Price
 Demo

999

Recommendations
in the last 30 days
 

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Five9 Virtual Call Center

As one of the leading call center solutions, Five9 offers features to keep your contact center efficient and your customers satisfied including call recording, speech recognition IVR, and predictive dialer.
        14 Reviews
 Price
 Demo

28

Recommendations
in the last 30 days

Oracle Eloqua

With Oracle Eloqua, mortgage companies can target the right buyer and deliver professional, incredibly effective email marketing campaigns. The tool offers lead scoring & nurturing, tradeshow management and marketing analytics.
          8 Reviews
 Price
 Demo

9

Recommendations
in the last 30 days

Zendesk

Zendesk is a leading customer relationship management tool that ensures your mortgage agency stays on top of its interactions, contacts and productivity. This cloud-based system also offers custom reporting and analytics.
          8 Reviews
 Price
 Demo

76

Recommendations
in the last 30 days

LeadMaster Lead Management

Mortgage professionals need an automated solution for collecting, distributing and managing leads. LeadMaster offers an industry-specific solution for mortgage companies to help them track incoming leads and closed deals.
          8 Reviews
 Price
 Demo

68

Recommendations
in the last 30 days

Marketo Lead Management

Marketo is a leading demand generation system for B2B companies. This web-based system provides loan officers with the marketing and CRM tools they need to manage and grow customer relationships.
          5 Reviews
 Price
 Demo

10

Recommendations
in the last 30 days
 
 


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Buyer's Guide

What is Mortgage CRM Software?

Mortgage customer relationship management (CRM) software is designed to help mortgage professionals run their front-end operations. The subprime mortgage crisis is anything but a distant memory. Delinquencies and foreclosures are still common occurrences, and mortgage lenders have realized the importance of focusing on the customer acquisition and management lifecycle as a means of recovery. In particular, lenders and loan officers must overcome the hurdles of keeping detailed client notes and maintaining timely client follow-up. They require proper contact management coupled with loan pipeline management in order to stay in control of their business. On top of client retention, mortgage lenders also need to grow and expand their operation in a highly competitive market.

Mortgage-specific Functionality

Mortgage CRM software often includes applications for contact management, so that lenders can organize client data into one, easily accessible location. However, if the tool is specific to the mortgage industry, it will also include additional key features:

Loan Pipeline Management Mortgage CRM software should tie in with existing loan-originating software (LOS) systems to improve loan pipeline management. This integration allows lenders to view loan reports on-demand, track loans as they go through the LOS, and synchronize important data such as loan status values and 1003 application data. With a few clicks, the lender can access contact information, loan information, email and phone call history.
Referral Partner Marketing In a highly competitive market, mortgage companies can benefit greatly from a program that facilitates drip marketing campaigns and campaign tracking to send targeted messages to clients and referral partners. Tracking these campaigns helps lenders know how to cultivate and reward client and partner loyalty.
Mortgage Event Alerts There should also be tools for notes and alerts that remind the lender of important upcoming events, such as which clients want to refinance several weeks or months in the future. Some systems also have a news update application that provides the most up-to-date information, such as increased annual premiums or changes in upfront mortgage insurance rates (UFMIP).
Regulation Compliance With the current instability in the market, it is even more important for lenders to stay abreast of new regulations and compliance issues in their industry. Integrated compliance modules are available in some products to help ensure that business operations are in line with regulations enforced by organizations such as the Federal Housing Administration (FHA).

Evaluating Mortgage CRM Software

Mortgage accounting software can automate many of the day-to-day marketing and loan processing, facilitating marketing efforts and increasing accuracy and customer service. When selecting mortgage CRM software, ask the following questions:

  • Does the software integrate seamlessly with your existing LOS system for end-to-end loan visibility?
  • Does the software integrate with other existing legacy systems such as ERP or accounting?
  • Does your organization require a web-based customer portal so customers can access loan applications and information online?
  • Does your organization require capabilities for multi-channel marketing (i.e. email, phone, direct, etc.)?

Have an opinion on this guide? Email the authors. We appreciate the feedback.